SGL Financial

Q: What is SGL Financial's official website?

SGL Financial's official website is www.sglfinancial.com

Q: What is SGL Financial's Revenue?

SGL Financial's revenue is <$5 Million

Q: How many employees does SGL Financial have?

SGL Financial has 11-50 employees

Q: What industry does SGL Financial belong to?

SGL Financial is in the industry of: Finance , Securities Trading

Q: What is SGL Financial competition?

SGL Financial top competitors include: Great Lakes Wealth Advisors , Stockade Wealth Management , Vibrance Wealth Management , Goodrich and Associates

Q: What companies has SGL Financial acquired?

SGL Financial has acquired the companies: Wealth Financial Group

Q: What technology does SGL Financial use?

Some of the popular technologies that SGL Financial uses are: WordPress.org, reCAPTCHA, PHP, Google Cloud DNS

Q: How do I contact SGL Financial?

SGL Financial contact info: Phone number: (847) 499-3330 Website: www.sglfinancial.com

Q: What does SGL Financial do?

SGL Financial Advisors specializes in providing customized financial plans and investment strategies for individuals and families. Based in Buffalo Grove, Illinois, the firm is dedicated to helping clients build and preserve wealth while achieving financial freedom. They offer a range of services including financial and tax preparation services, an... d pride themselves on being fiduciaries who deliver exceptional client service. SGL Financial aims to be a one-stop-shop for financial needs, acting as a personal CFO for their clients. Read More

Q: What are SGL Financial social media links?

SGL Financial Linkedin page SGL Financial Twitter page SGL Financial Facebook page

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

1130 W Lake Cook Rd Ste 150, Buffalo Gro...

Phone Number

(847) 499-3330

Website

www.sglfinancial.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About SGL Financial

SGL Financial Advisors specializes in providing customized financial plans and investment strategies for individuals and families. Based in Buffalo Grove, Illinois, the firm is dedicated to helping clients build and preserve wealth while achieving financial freedom. They offer a range of services including financial and tax preparation services, and pride themselves on being fiduciaries who deliver exceptional client service. SGL Financial aims to be a one-stop-shop for financial needs, acting as a personal CFO for their clients.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

SGL Financial Org Chart

Phone

Joseph Cordaro

Director of Advisor Operations

Phone

Katelyn Sabatini

Senior Director, Marketing & Operations

Phone

William Holley-Mois...

Director of Advisor Operations

Phone

Connor Moore

Associate Sales Director

Phone

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Gustavo Lugo

Project Manager

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Administrative Assistant

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Administrative Assistant

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SGL Financial

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2006

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SGL Financial Tech Stack

A closer look at the technologies used by SGL Financial

PHP

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Frequently Asked Questions Regarding SGL Financial

What is SGL Financial's official website?

SGL Financial's official website is www.sglfinancial.com

What is SGL Financial's Revenue?

SGL Financial's revenue is <$5 Million

What is SGL Financial's SIC code?

SGL Financial's SIC: 62,628

What is SGL Financial's NAICS code?

SGL Financial's NAICS: 52,523

How many employees does SGL Financial have?

SGL Financial has 11-50 employees

What industry does SGL Financial belong to?

SGL Financial is in the industry of: Finance, Securities Trading

What is SGL Financial competition?

SGL Financial top competitors include: Great Lakes Wealth Advisors, Stockade Wealth Management, Vibrance Wealth Management, Goodrich and Associates

What companies has SGL Financial acquired?

SGL Financial has acquired the companies: Wealth Financial Group

What technology does SGL Financial use?

Some of the popular technologies that SGL Financial uses are: WordPress.org, reCAPTCHA, PHP, Google Cloud DNS

How do I contact SGL Financial?

SGL Financial contact info: Phone number: (847) 499-3330 Website: www.sglfinancial.com

What does SGL Financial do?

What are SGL Financial social media links?

SGL Financial Linkedin page SGL Financial Twitter page SGL Financial Facebook page

Is SGL Financial a public company?

SGL Financial is private company therefore does not currently have an official ticker symbol

See more information about SGL Financial

SGL Financial Latest Hires and Their Positions

SGL Financial is expanding and recently hired new employees. Here are the latest additions to the team.

Meagan Coveny

Administrative Assistant

Joined May 6, 2026

Phone

Jon Hooley

Marketing & Brand Design Specialist

Joined Apr 1, 2026

Phone

William Holley-Moise

Director of Advisor Operations

Joined Feb 18, 2026

Phone

David Gutierrez

Tax Accountant

Joined Feb 18, 2026

Phone

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